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IDEX
IEX

Overview Fund Activity

561 hedge funds and large institutions have $13.2B invested in IDEX in 2022 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 196 increasing their positions, 209 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
561
Holders Change
-11
Holders Change %
-1.92%
% of All Funds
9.49%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
53
Increased
196
Reduced
209
Closed
53
Calls
$5.14M
Puts
$30.1M
Net Calls
-$25M
Net Calls Change
-$19.4M

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$489M
2
Morgan Stanley
2
Morgan Stanley
New York
$96.3M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$43.9M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$226M
5
Millennium Management
5
Millennium Management
New York
$99.9M

Top Sellers

1
Invesco
1
Invesco
Georgia
$170M
2
Robeco Institutional Asset Management
2
Robeco Institutional Asset Management
Netherlands
$2.62M
3
Ameriprise
3
Ameriprise
Minnesota
$26.3M
4
Capital World Investors
4
Capital World Investors
California
$36.3M
5
Brown Advisory
5
Brown Advisory
Maryland
$403M
Name Holding Trade Value Shares
Change 		Shares
Change %
Sumitomo Mitsui Trust Group
51
Sumitomo Mitsui Trust Group
Japan
$52.7M +$15.1M +83,179 +40%
RS
52
Robeco Schweiz
Switzerland
$52.5M +$4.18M +23,019 +9%
MPIA
53
Mountain Pacific Investment Advisers
Idaho
$52.3M +$95K +523 +0.2%
GF
54
Gabelli Funds
New York
$48.5M -$1.11M -6,100 -2%
Renaissance Technologies
55
Renaissance Technologies
New York
$44.6M +$9.32M +51,300 +26%
Balyasny Asset Management
56
Balyasny Asset Management
Illinois
$43.9M +$43.9M +241,886 New
BNP Paribas Asset Management
57
BNP Paribas Asset Management
France
$42.6M +$7.59M +41,777 +22%
Deutsche Bank
58
Deutsche Bank
Germany
$41.6M -$5.61M -30,868 -12%
GI
59
GAMCO Investors
Connecticut
$40.4M -$409K -2,250 -1%
TD Asset Management
60
TD Asset Management
Ontario, Canada
$39.8M -$3.18M -17,500 -7%
CS
61
Credit Suisse
Switzerland
$39.7M -$1.49M -8,218 -4%
Nuveen Asset Management
62
Nuveen Asset Management
Illinois
$38.7M +$715K +3,937 +2%
Thrivent Financial for Lutherans
63
Thrivent Financial for Lutherans
Minnesota
$38.1M -$3.32M -18,299 -8%
Citadel Advisors
64
Citadel Advisors
Florida
$37.4M -$10.1M -55,824 -21%
Neuberger Berman Group
65
Neuberger Berman Group
New York
$36.7M +$1.23M +6,753 +3%
Franklin Resources
66
Franklin Resources
California
$36.5M +$5.23M +28,810 +17%
Capital World Investors
67
Capital World Investors
California
$36.3M -$41M -225,677 -53%
AQR Capital Management
68
AQR Capital Management
Connecticut
$35.8M -$2.28M -12,729 -6%
Royal Bank of Canada
69
Royal Bank of Canada
Ontario, Canada
$35.2M -$2.3M -12,647 -6%
VOYA Investment Management
70
VOYA Investment Management
Georgia
$34.6M -$497K -2,735 -1%
KBC Group
71
KBC Group
Belgium
$31.4M -$6.33M -34,853 -17%
MAM
72
Montanaro Asset Management
United Kingdom
$29.4M – – –
GCM
73
Geneva Capital Management
Wisconsin
$28.3M -$520K -2,864 -2%
Axa
74
Axa
France
$28M -$4.92M -27,113 -15%
California Public Employees Retirement System
75
California Public Employees Retirement System
California
$27M -$1.29M -7,078 -5%
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